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Disclosery

MCO MOODYS CORP

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Stock (common), issuer CIK 1059556

1,285 managers (1,315 13F filers) reported a position in MCO shares at 2025-03-31, 166,463,331 shares in all. 114 filers opened a position and 102 filers sold out during the quarter.

Managers
1,285
13F filers
1,315
New
114
Added
532
Reduced
424
Sold out
102
Shares held by filers
166,463,331

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LOGAN CAPITAL MANAGEMENT INC23$10.7K<0.01%013F-HRTimeline
Abound Wealth Management22$10.4K<0.01%-1513F-HRTimeline
Bullock Wealth Management Group22$10.3K0.01%013F-HRTimeline
United Community Bankin group United Community Bank22$10.2K<0.01%new13F-HRTimelineGroup
Avion Wealth23$10K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$9.4K0.01%new13F-HRTimelineGroup
Hurley Capital, LLC20$9.33K0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC20$9.31K0.16%new13F-HRTimeline
Pineridge Advisors LLC19$8.88K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18$8.6K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18$8.38K<0.01%013F-HRTimeline
FSA Wealth Management LLC18$8.38K<0.01%013F-HRTimeline
Hughes Financial Services, LLC17$7.97K<0.01%new13F-HRTimeline
Archer Investment Corp17$7.92K<0.01%013F-HRTimeline
First Pacific Financial16$7.45K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC16$7.45K0.01%013F-HRTimeline
CITY HOLDING CO16$7.45K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC14$6.52K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp14$6.52K0.01%013F-HRTimeline
PFS Partners, LLC13$6.14K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC13$6.07K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13$6.05K<0.01%013F-HRTimeline
HighMark Wealth Management LLC13$6.05K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$6.05K<0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC13$6.05K<0.01%-2613F-HRTimeline
Centricity Wealth Management, LLC12$5.59K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…12$5.59K0.01%13F-HRTimeline
Continuum Advisory, LLC11$5.12K<0.01%013F-HRTimeline
Nemes Rush Group LLC11$5.12K<0.01%013F-HRTimeline
TOBAM10$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC10$4.66K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9$4.35K<0.01%new13F-HRTimeline
Pacific Center for Financial Services9$4.19K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC9$4.19K<0.01%013F-HR/ATimeline
True Wealth Design, LLC9$4.19K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.9$4.19K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC9$4.19K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC8$3.73K<0.01%013F-HRTimeline
Altshuler Shaham Ltd8$3.73K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC8$3.73K<0.01%new13F-HR/ATimeline
SJS Investment Consulting Inc.8$3.73K<0.01%013F-HRTimeline
Synergy Investment Management, LLC8$3.73K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$3.73K<0.01%013F-HRTimeline
Westside Investment Management, Inc.7$3.28K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC6$2.79K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC6$2.79K<0.01%-213F-HRTimeline
First Command Advisory Services, Inc.6$2.79K<0.01%new13F-HRTimeline
Truvestments Capital LLC6$2.79K<0.01%013F-HRTimeline
Beacon Capital Management, LLC6$2.79K<0.01%new13F-HRTimeline
Bare Financial Services, Inc6$2.79K<0.01%new13F-HRTimeline
Bangor Savings Bank5$2.33K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC5$2.33K<0.01%+213F-HR/ATimeline
Clarity Asset Management, Inc.5$2.33K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC5$2.24K<0.01%+113F-HRTimeline
WestEnd Advisors, LLC4$1.86K<0.01%+113F-HRTimeline
NVWM, LLC4$1.86K<0.01%013F-HRTimeline
Core Alternative Capital4$1.86K<0.01%-613F-HRTimeline
Carolina Wealth Advisors, LLC4$1.86K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC4$1.86K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.86K<0.01%new13F-HRTimeline
TD Capital Management LLC3$1.4K<0.01%013F-HRTimeline
Kimelman & Baird, LLC3$1.4K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC3$1.4K<0.01%013F-HRTimeline
Greenline Partners, LLC3$1.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3$1.4K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC3$1.4K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3$1.4K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.3$1.38K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$1.32K<0.01%-213F-HRTimeline
VALLEY NATIONAL ADVISERS INC3$1K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC3$1K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$932<0.01%13F-HRTimeline
Heritage Wealth Advisors2$931<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC2$931<0.01%013F-HR/ATimeline
POM Investment Strategies, LLC2$931<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2$931<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$931<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2$931<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC2$931<0.01%013F-HRTimeline
West Branch Capital LLC1$466<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1$466<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$466<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$466<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,65113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd220$276+2713F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.